Richard Armstrong

Lucian Camp

Principle

Lucian Camp Consulting

Lucian spent 30 years in creative agencies specialising in financial services, as copywriter, creative director and chairman, before launching his one-man brand and marketing consultancy in 2012. He writes, speaks and blogs extensively on financial services marketing issues, and is currently writing a book on the subject.

Sean Donnelly

Senior Analyst

Centaur Marketing Econ Marketing Solutions

Sean Donnelly

Senior Analyst

Centaur Marketing Econ Marketing Solutions

Seán Donnelly is a Senior Analyst at Econsultancy, where he works on delivering industry-leading research, briefings and reports for the digital marketing sector.

Prior to this, Seán worked at Dublin City University (DCU) as where he was responsible for industry engagement. In this role he led the delivery of over 100 digital marketing and ecommerce applied research projects with Irish and international businesses. He continues to work part time at DCU as a Lecturer on its Masters in Digital Marketing programme.

James Dunne

Head of Digital Investing

Santander UK

James Dunne

Head of Digital Investing

Santander UK

Jeremy Fawcett

Research Director

Platforum

Jeremy Fawcett

Research Director

Platforum

Jeremy Fawcett is Research Director at Platforum where he has followed the D2C evolution over the last four years and is responsible for D2C research and events. He writes regularly for Money Marketing as well as commenting in the UK national press about direct platforms and the evolving self-directed investor.

Previously he was Category Director for financial services at Yahoo and picked out personal investing as an area that would be transformed by digital technology. He is interested in working with platforms, providers and technology companies to build the next generation of investment propositions for digital consumers.

Rob Fisher

Head of Retail Growth

Vanguard Europe

Rob Fisher

Head of Retail Growth

Vanguard Europe

Rob leads Vanguard's retail growth team and is responsible for developing Vanguard's retail presence in the UK and Europe. Rob, along with his team, are passionate about lowering the cost and complexity of investing to give investors the best chance of investment success. He has over 20 years of experience in retail investing and has previously held roles at Fidelity, HSBC and Flemings Save & Prosper.

Clare Francis

Director, Head of Customer Engagement & Content for Direct Investing

Barclays

Clare Francis

Director, Head of Customer Engagement & Content for Direct Investing

Barclays

Clare is Savings and Investments Director at Barclays, having joined the bank in October 2015. She is responsible for the Direct Investing content strategy and is a media spokesperson, specialising in the issues affecting consumers in the savings and investments arena.
Previously a financial journalist with over 15 years’ experience of covering consumer finance issues, Clare started her career at The Times. She moved to the Independent on Sunday where she was Deputy Personal Finance Editor and then became Assistant Money Editor at the Sunday Times.
Clare joined MoneySuperMarket as Editor in 2008 and was promoted to Editor-in-Chief. She was also one of the MoneySuperMarket’s main spokespeople appearing regularly on TV and radio as a consumer finance expert.

Adam French

CEO

Scalable Capital

Adam French

CEO

Scalable Capital

Adam is Co-Founder and Managing Director of digital investment manager Scalable Capital. Prior to this, he spent the last 7 years working in London in the financial services industry at Goldman Sachs. As Executive Director of Commodities Trading, he was responsible for the commodity structured products franchise including risk management and developing client solutions. Prior to this, he worked in Derivatives Trading where he was responsible for electronic trading for private clients in fixed income, currency and commodity products. Adam studied Business Mathematics and Statistics at the London School of Economics and Political Science.

Ashley Friedlein

Founder

Econsultancy

Ashley Friedlein

Founder

Econsultancy

Ashley is one of the most influential and connected figures in the global marketing, digital and ecommerce sectors. As one of the 100+ recommendations for him on LinkedIn reads, “If Ashley doesn’t know it – it ain’t worth knowing.”

Econsultancy Founder, he is currently President of Centaur Marketing at Centaur Media PLC and heads a £30m portfolio of creative, digital and marketing brands including Marketing Week, Econsultancy, Celebrity Intelligence, Creative Review and Design Week. The combined group reaches over three million marketers, creatives and digital professionals globally every month.

Charles Galbraith

Managing Director

AJ BeIl Youinvest

Charles Galbraith

Managing Director

AJ BeIl Youinvest

Charles joined AJ Bell in 2006. He has overall responsibility for the AJ Bell Youinvest platform, the institutional stockbroking business and media business. He has worked in a number of stockbroking firms over the past 20 years, concentrating on both private and institutional clients. Previously he was Managing Director of Lloyds TSB Stockbrokers Limited.

Daniel Godfrey

Founder

The People's Trust

Daniel Godfrey

Founder

The People's Trust

Daniel Godfrey is Founder of The People’s Trust a new long-term mutual investment company, which crowdsourced its start-up costs from over 2,300 members of the general public. The People’s Trust is due to launch in October 2017 with the purpose of delivering better returns for investors and a better impact on society. He is an NED of Digital Moneybox, a new fintech app that enables people to round-up their digital spare change into an ISA and Big Issue Invest Fund Management, the social impact investment arm of the Big Issue.

Neil Hoad

Head of Platform and Digital Distribution

Blackrock ishares

Neil Hoad

Head of Platform and Digital Distribution

Blackrock ishares

Neil Hoad leads iShares platform strategy and development of their digital proposition in the UK. Initially working with partners to develop fractional dealing capability for ETFs.
Neil is now focuses on developing the iShares digital strategy, supporting Robo and Digital Wealth businesses, simplified advice propositions for retail banks and insurance companies. Through to more complexed customer engagement strategies that include multi-asset investment solutions, machine learning, artificial intelligence, and behavioural finance capabilities. Neil sees an increasing place for technology led solutions and gamification across wealth management, and personal investing.
With the historic low levels of saving and retirement provision in the UK, he believes the industry needs to work harder to develop solutions that truly resonate with specific customer groups.

Heather Hopkins

Head

Platforum

Heather Hopkins

Head

Platforum

Heather is Head of Platforum, part of Centaur Financial. Platforum provides objective research and trusted insights to help fund management firms, platforms and life companies develop their propositions, products and distribution strategies. Heather has worked in the field of competitive intelligence, benchmarking and market research for nearly two decades in the UK, the US, Canada and Japan. She has spent most of her career in financial services helping fund-management companies and distributors improve their customer communications. She also worked in digital marketing at Hitwise (now part of Experian) and then Econsultancy (part of Centaur). Heather’s areas of expertise include customer behaviour, marketing strategy, data and analytics, and digital marketing.

Rob Hudson

Head of Digital Distribution

Aberdeen Asset Management

Rob Hudson

Head of Digital Distribution

Aberdeen Asset Management

Rob Hudson is Head of Digital Distribution at Aberdeen, responsible for developing and managing direct-to-client business channels. Previously, Rob was MD of Charles Stanley Direct where he led the successful launch and growth of the client facing investment platform.

Rob started his career with Hargreaves Lansdown as it started to develop the market dominant Vantage services. He left to join Egg plc to help set up the UK’s first client facing digital fund supermarket. Rob has also worked as a management consultant (acting for St James’s Place; CitiGroup; 3i BestInvest), and as a Director of Chartwell Group where he ran the direct-to-client and remote advice businesses whilst helping the IFA practice as an early mover to a platform and DFM model (leading to sale to Close Brothers).

Martin Jennings

CEO

Parmenion and Head, Aberdeen Digital

Martin Jennings

CEO

Parmenion and Head, Aberdeen Digital

Martin Jennings is CEO of Parmenion and Head, Aberdeen Digital. Martin has an enviable track record of senior positions in the financial service platform & technology market including Chief Executive of FNZ in UK, Australia & the UK.
Before joining FNZ, Martin held the position of Managing Director for AXA’s Elevate platform. In his nine year tenure at AXA, Jennings held several director positions – in marketing, business and product development.

Alex Kovach

Chief Commercial Officer

Interactive Investor

Alex Kovach

Chief Commercial Officer

Interactive Investor

Alex was previously with Camelot, the UK’s national lottery provider, where he had served as Managing Director of Camelot Global Services (CGS) since 2010. He has broad commercial and general management experience with a focus on digital, consumer and early stage business start-ups and corporate ventures. Previously, Alex was CEO for International Development at Ladbrokes PLC. He was educated at Durham University and has an MBA from Insead.

Paul Lewis

Freelance Financial Journalist and Presenter

Money Box on Radio 4

Paul Lewis

Freelance Financial Journalist and Presenter

Money Box on Radio 4

Antony Mayfield

CEO and Co-Founder

Brilliant Noise

Antony Mayfield

CEO and Co-Founder

Brilliant Noise

Antony Mayfield is CEO and co-founder of Brilliant Noise, a strategic digital agency with clients including adidas, Diageo, Jaguar LandRover and EDF Energy.

He also serves as the chair of Lighthouse Arts, a digital arts and culture organisation.

Antony has written several books on digital, business and culture including the Me and My Web Shadow, which was published internationally by Bloomsbury.

In 2017 he was named as one of the 100 most influential people in the British digital industry by BIMA.

Anthony Morrow

Chief Executive Officer

eVestor

Anthony Morrow

Chief Executive Officer

eVestor

Anthony is CEO of evestor, a new online financial advice service created to improve the accessibility of financial advice whilst also lowering the cost for customers. He co-founded the business in September 2015 with friend Duncan Cameron who previously created Moneysupermarket.com.

Prior to evestor, Anthony was a partner at the Paradigm Group which he helped to establish in 2006 following spells at Deloitte and KPMG where he worked latterly in their financial services consulting practice.

Anthony is an Economics and History graduate from Manchester University, a chartered accountant and holds an MBA from Manchester Business School.

Her role involves ensuring that the brands - which range from weekly print magazines to digital training providers, from data intelligence products to large-scale events, have a joined-up content strategy that helps us provide our audiences in the marketing, media, creative and PR communities with products that fit their needs.

We have more than three million contacts with our audience each month across our brands. Our Festival of Marketing event is the PPA Event of the Year 2014, while Celebrity Intelligence is the PPA Digital Innovation of the Year 2014. Our event Marketing Week Live was awarded the Association of Events Organisers' Most Innovative Event trophy in 2013. Our Celebrity Intelligence, Fashion Monitor and Beauty Monitor brands are also fast expanding in the US market.

Bruce Moss

Strategy Director and Founder

eValue

Bruce Moss

Strategy Director and Founder

eValue

Martin Palmer

Head of Market Management, Corporate

Zurich Insurance Company Ltd

Martin Palmer

Head of Market Management, Corporate

Zurich Insurance Company Ltd

Martin has been working in Financial Services for 30 years. He originally worked for Friends Provident/Friends Life performing numerous Proposition and Marketing roles.

In his current role as Head of Market Management, Corporate at Zurich, Martin is responsible for defining the Market Management strategy for Zurich's Corporate Savings business as well as leading the priority setting of development budgets and strategy for its workplace proposition solutions. Martin is also leading on Zurich's participation within the Pensions Dashboard Prototype.

Martin is a qualified actuary and has over 10 years experience of the workplace savings market.

Martin Pezet

Head of Digital Marketing

AJ Bell Youinvest

Martin Pezet

Head of Digital Marketing

AJ Bell Youinvest

Martin has nine years experience in the digital marketing space, focusing on customer acquisition. Prior to joining AJ Bell Youinvest as Head of Digital Marketing at the start of 2017, he headed up the digital acquisition team at FinTech currency brokers World First. Outside of financial services he has also worked for a number of years in publishing and agency side so he is able to bring a wealth of cross-sector experience to any online customer acquisition challenges. He has a particular interest in search marketing (SEO & PPC) and developments within this area.

Shaun Port

Chief Investment Officer

Nutmeg

Shaun Port

Chief Investment Officer

Nutmeg

Shaun has over 25 years’ experience developing and implementing multi-asset investment strategies for clients ranging from central banks to pension schemes to charities and high-net worth private individuals. He joined Nutmeg in September 2012 and is responsible for all aspects of the investment proposition.

He was previously at BDO Investment Management, where he was Chief Investment Officer for six years, in charge of the investment proposition for high-net worth and ultra-high net worth clients. Prior to BDO, he was Senior Economist and Head of Research for Crown Agents Investment Management, part of the team managing global bond and equity portfolios for central banks, sovereign wealth funds and public sector pension schemes. Shaun is a Chartered Alternative Investment Analyst and an accomplished communicator, including regular appearances on BBC television and radio, Sky News, Bloomberg and CNBC.

John Salmon

Partner

Hogan Lovells

John Salmon

Partner

Hogan Lovells

Lynette Saunders

Senior Analyst

Econsultancy

Lynette Saunders

Senior Analyst

Econsultancy

Miranda Seath

Head of Intermediary Research

Platforum

Miranda Seath

Head of Intermediary Research

Platforum

Miranda Seath is a Head of Intermediary Research at Platforum where her focus is on trends in financial advice and how changes in the makeup of the financial advice sector is affecting both retail investment distribution and workplace savings. Miranda has extensive experience in researching retail financial services. Before joining Platforum, she was Head of Marketing Communications Services at Marketforce Business Media helping clients to develop content and thought leadership on strategic issues in financial services. Miranda read Ancient and Modern History at St Hilda’s College, Oxford and has an MA in International Studies and Diplomacy from SOAS.

Peter Smith

Global Head of Industry Policy Liaison

TISA

Peter Smith

Global Head of Industry Policy Liaison

TISA

David Stevens

Director Advice Strategy

LV=

David Stevens

Director Advice Strategy

LV=

David is a Chartered Insured and has worked in a variety of senior positions in LV=. In his current role, as Director - Advice Strategy, David has led the development of automated advice including launching in 2015 the UK’s first automated and on-line regulated retirement income advice proposition (‘The Retirement Wizard) and the ongoing development of this as an integral part of the ‘LV= Retirement Advice Solutions’ regulated advice business.

Suki Thompson

CEO and Founding Partner

Oystercatchers

Suki Thompson

CEO and Founding Partner

Oystercatchers

Suki joined Centaur in September 2016 when Oystercatchers was brought into the Centaur Portfolio.
She started her career agency side with companies such as DDB, WWAV, Publicis, TBWA and Y&R in London and Asia before founding the Haystack Consultancy.
Suki has been the Chairman of The Marketing Society, a long-standing member of WACL, MGGB and is a Trustee for Macmillan Cancer Support. In 2016, she joined the steering committee for The Women’s Equality Party. She is a regular contributor to the national and marketing press and speaker at industry conferences. In 2012 Suki was made a Freeman of the City of London and given an honorary Doctorate by Coventry University for her services to International Business.
Suki mentored for WACL, Tech50 and was awarded a Merlin Mentor Award by the Marketing Academy for the second year running.

Daniel Thomson

Product Owner Retail Investments, Group Digital & Transformation

Lloyds Banking Group

Daniel Thomson

Product Owner Retail Investments, Group Digital & Transformation

Lloyds Banking Group

Daniel is the Product Owner for Retail Investments within Group Digital & Transformation at Lloyds Banking Group. He is responsible for defining and delivering the digital strategy for across Investments, Share Dealing and Wealth. Having previously held roles at Barclays Wealth & Investment Management and Macquarie Bank in Australia his 15 year career has covered all aspects of the customer and business lifecycle across the retail investments and financial planning industries.

Shane Williams

Co-Head

UBS SmartWealth

Shane Williams

Co-Head

UBS SmartWealth

Shane is passionate about entrepreneurship, technology, customer experience and business innovation. He is one of two business leads of UBS SmartWealth and has been driving the innovation around the platform from the initial idea.
Shane is an experienced technology and business leader using technology to create business value and customer satisfaction through transformational innovation. With 20 years of experience and after joining UBS in 2006 Shane has played a significant role in key innovation and transformation projects within the bank. He is also involved in the Blockchain innovation lab in Canary Wharf, driving wealth management use cases and supporting experiments to push the boundaries of this nascent technology. Before joining UBS, Shane occupied development and consultancy roles at the Dutch bank ABN AMRO and at Ford Motor Company. Shane holds a Master's degree in Electronics and Electrical Engineering from the University of Manchester.

Chris Worle

Director of Digital Strategy

Hargreaves Lansdown

Chris Worle

Director of Digital Strategy

Hargreaves Lansdown

Chris Worle is Director of Digital Strategy at Hargreaves Lansdown, the FTSE 100 investment platform that now helps more than 850,000 UK investors make more of their money. Over the past 7 years Chris has been driving both the digital marketing effort and wider digital strategy of the business. His hands-on, in-depth knowledge of digital marketing is coupled with the experience of turning this FTSE 100 company into a business which is truly digitally focused and one that prides itself on the service and experience it gives its clients.